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UxD For Product Managers (Heroes) –
Research & Design Techniques For The Real World




                                         Mary Piontkowski
                            mpiontkowski@macadamian.com
“A hero is someone who is willing to sacrifice his own needs on
behalf of others, like a shepherd who will sacrifice to protect and
              serve his flock.” - Christopher Vogler.	
  




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Confidential   3/24/12   9
10	
  Principles	
  For	
  The	
  Real	
  World	
  	
  	
  




                                                              10
#1:	
  Prac8ce	
  What	
  You	
  Preach	
  




                                              11
#1:	
  Prac8ce	
  What	
  You	
  Preach	
  

     Consider	
  user	
  needs	
  and	
  research	
  
     Incorporate	
  UX	
  methodologies	
  
     Collaborate	
  
     Push	
  back	
  
     Embrace	
  change	
  
     Bring	
  in	
  others	
  to	
  complement	
  your	
  skill	
  set	
  
     What	
  else?	
  




                                                                              12
#2:	
  Break	
  Down	
  Walls	
  –	
  Rela8onships	
  MaCer	
  




                                                                  13
#2:	
  Break	
  Down	
  Walls	
  –	
  Rela8onships	
  MaCer	
  

     Don’t	
  throw	
  it	
  over	
  the	
  wall!	
  
     Interdisciplinary	
  collaboraCon	
  
            CollaboraCve	
  project	
  planning	
  
            CollaboraCve	
  requirements	
  and	
  design	
  sessions	
  
            Sketchboards	
  and	
  design	
  thinking	
  
     Actually	
  talk	
  to	
  people	
  
     Trust	
  
     EmoConal	
  literacy	
  –	
  know	
  who	
  you’re	
  talking	
  to	
  and	
  appreciate	
  the	
  context	
  


     It	
  takes	
  Cme	
  to	
  build	
  relaConships…	
  
     But	
  your	
  design	
  iteraCon	
  Cme	
  will	
  be	
  reduced!	
  




                                                                                                                       14
#3:	
  Give	
  a	
  Damn;	
  Care	
  About	
  Your	
  Work	
  




                                                                 15
#3:	
  Give	
  a	
  Damn;	
  Care	
  About	
  Your	
  Work	
  

     Or	
  find	
  another	
  job	
  
     You’re	
  not	
  going	
  to	
  do	
  great	
  work	
  if	
  you	
  don’t	
  believe	
  in	
  your	
  product	
  
     Care	
  about	
  the	
  product	
  and	
  the	
  users	
  




                                                                                                                          16
#4:	
  Support	
  the	
  Cause;	
  Evangelize	
  for	
  User	
  Research	
  and	
  UX	
  Design	
  




                                                                                                17
#4:	
  Support	
  the	
  Cause;	
  Evangelize	
  for	
  User	
  Research	
  and	
  UX	
  Design	
  

     Doesn’t	
  maPer	
  who’s	
  doing	
  the	
  UX	
  –	
  you	
  win	
  
     RepeCCon,	
  data-­‐driven	
  points	
  
     Invest	
  Cme	
  required	
  for	
  change	
  
     Create	
  an	
  environment	
  conducive	
  to	
  design	
  and	
  innovaCon	
  
           Brown	
  bags	
  
           Conferences	
  
           White	
  boards	
  
           Sharpies	
  
           RelaConships!	
  




                                                                                                18
#5:	
  Don’t	
  Be	
  Shy,	
  Get	
  to	
  Know	
  Your	
  Users	
  




                                                                       19
#5:	
  Don’t	
  Be	
  Shy,	
  Get	
  to	
  Know	
  Your	
  Users	
  

     Internal	
  research	
  team	
  
     External	
  research	
  team	
  
     Friends	
  of	
  friends	
  
           Friends,	
  coworkers,	
  people	
  on	
  the	
  street,	
  everyone!	
  

     But…	
  Your	
  wife/husband	
  is	
  not	
  your	
  user	
  
     Context	
  too!	
  




                                                                                        20
#5:	
  Don’t	
  Be	
  Shy,	
  Get	
  to	
  Know	
  Your	
  Users	
  
 Many	
  Ways	
  to	
  Get	
  User	
  Feedback	
  




    ObservaCon	
                                                              Usability	
  
    Contextual	
  inquiry	
                                                   Surveys	
  
    ParCcipatory	
  design	
                                                  Internal	
  brainstorms	
  with	
  SMEs	
  
    Card	
  sorCng	
  and	
  structured	
  in	
  person	
  acCviCes	
  



                                                                                                                              21
#5:	
  Don’t	
  Be	
  Shy,	
  Get	
  to	
  Know	
  Your	
  Users	
  
Consider	
  Context	
  –	
  Where?	
  What	
  Else	
  is	
  Going	
  On?	
  




                                                                               22
#6:	
  Learn,	
  Adopt,	
  and	
  Encourage	
  UX	
  Techniques	
  




                                                                      23
#6:	
  Learn,	
  Adopt,	
  and	
  Encourage	
  UX	
  Techniques	
  

     Design	
  thinking	
  approach	
  
           Agile	
  and	
  iteraCve	
  
           Cross-­‐disciplinary	
  
           User-­‐centric	
  
     Methods	
  worth	
  adopCng	
  
           Personas,	
  mental	
  models,	
  design	
  principles	
  and	
  other	
  user-­‐centric	
  models	
  
           Usage	
  scenarios/use	
  cases	
  
           Sketchboards,	
  paper	
  prototypes,	
  and	
  other	
  collaboraCve	
  design	
  techniques	
  
           User	
  research	
  as	
  a	
  part	
  of	
  the	
  design	
  process	
  
           Allow	
  design	
  to	
  inform	
  requirements	
  
           Simplify	
  simplify	
  simplify	
  where	
  you	
  can	
  
           Process	
  guidelines	
  to	
  help	
  organizaCon	
  cooperate	
  




                                                                                                                     24
#6:	
  Learn,	
  Adopt,	
  and	
  Encourage	
  UX	
  Techniques	
  
Simple	
  Models	
  To	
  Help	
  Educate	
  and	
  Evangelize	
  




                                                                      25
#6:	
  Learn,	
  Adopt,	
  and	
  Encourage	
  UX	
  Techniques	
  
Documented	
  Process	
  –	
  How	
  Would	
  Your	
  OrganizaCon	
  Benefit?	
  	
  

                                                                   Reinforce	
  collaboraCon	
  and	
  
                                                                    check	
  points	
  
                                                                   Include	
  guidelines	
  knowing	
  
                                                                    everyone	
  won’t	
  really	
  
                                                                    follow	
  the	
  process	
  




                                                                                                           26
#6:	
  Learn,	
  Adopt,	
  and	
  Encourage	
  UX	
  Techniques	
  
Documented	
  Process	
  –	
  How	
  Would	
  Your	
  OrganizaCon	
  Benefit?	
  	
  

                                                                   You	
  don’t	
  want	
  to	
  end	
  up	
  
                                                                    with	
  this!	
  




                                                                                                                  27
#6:	
  Learn,	
  Adopt,	
  and	
  Encourage	
  UX	
  Techniques	
  
Personas	
  As	
  A	
  Tool	
  To	
  Rally	
  The	
  Troops	
  

                                                                      People	
  typically	
  connect	
  
                                                                       with	
  stories	
  bePer	
  than	
  
                                                                       reports	
  
                                                                      Paint	
  a	
  picture	
  of	
  key	
  user	
  
                                                                       types	
  
                                                                      Demonstrate	
  use	
  cases	
  and	
  
                                                                       priority	
  tasks	
  
                                                                      Use	
  a	
  quote	
  to	
  express	
  the	
  
                                                                       impact	
  the	
  product	
  has	
  on	
  
                                                                       the	
  user	
  




                                                                                                                        28
#6:	
  Learn,	
  Adopt,	
  and	
  Encourage	
  UX	
  Techniques	
  
Sketch	
  Sketch	
  Sketch	
  

                                                          Explore	
  more	
  ideas	
  faster	
  
                                                          It	
  takes	
  a	
  while	
  to	
  get	
  it	
  
                                                           right	
  
                                                          Sketchboards	
  as	
  a	
  
                                                           collaboraCve	
  design	
  tool	
  
                                                          Roll	
  it	
  up	
  and	
  take	
  it	
  with	
  
                                                           you	
  




                                                                                                               29
#6:	
  Learn,	
  Adopt,	
  and	
  Encourage	
  UX	
  Techniques	
  
Different	
  Audiences	
  Require	
  Different	
  Methods	
  
                                                                  Who	
  are	
  you	
  trying	
  to	
  
                                                                   convince?	
  




                        Confidential   3/24/12                                                             30
#7:	
  Beware	
  of	
  UX	
  Top	
  10	
  Lists	
  and	
  Dogma8c	
  Advice	
  




                      Checklists	
  are	
  helpful.	
  But	
  they	
  can’t	
  replace	
  experCse.	
  




                                                                                                          31
#7:	
  Beware	
  of	
  UX	
  Top	
  10	
  Lists	
  and	
  Dogma8c	
  Advice	
  

     Like	
  this	
  one!	
  	
  
     “Make	
  sure	
  users	
  can	
  get	
  to	
  everything	
  in	
  three	
  clicks!”	
  	
  
     One	
  list	
  isn’t	
  the	
  end	
  all,	
  be	
  all	
  –	
  it’s	
  not	
  that	
  simple	
  
     Figure	
  out	
  what	
  works	
  for	
  you	
  and	
  your	
  organizaCon	
  




                                                                                                          32
#8:	
  If	
  You	
  Like	
  It,	
  Steal	
  It	
  




                                                     33
#8:	
  If	
  You	
  Like	
  It,	
  Steal	
  It	
  

      It	
  doesn’t	
  need	
  to	
  be	
  your	
  idea	
  
      Learn	
  from	
  people,	
  processes,	
  methods,	
  and	
  designs	
  out	
  there	
  




                                                                                                  34
#9:	
  Break	
  Some	
  Rules	
  




              The	
  first	
  mouse.	
  



                                          35
#9:	
  Break	
  Some	
  Rules	
  

     Design	
  something	
  out	
  of	
  scope	
  
     ParCcipate	
  in	
  an	
  unexpected	
  way	
  
     Data	
  is	
  important,	
  but	
  so	
  is	
  insCnct!	
  
     Get	
  users	
  involved	
  regardless	
  of	
  scope	
  
     Don’t	
  be	
  afraid	
  to	
  be	
  wrong	
  
     Throw	
  it	
  out	
  and	
  start	
  again	
  




                                                                    36
#10:	
  Have	
  Fun!	
  




                           37
You	
  Can’t	
  Become	
  a	
  Hero	
  Overnight	
  

     Pick	
  one	
  thing	
  to	
  start	
  with:	
  
            Invite	
  a	
  designer	
  to	
  collaborate	
  on	
  requirements	
  
            Call	
  a	
  cross	
  funcConal	
  brainstorm	
  
            Print	
  out	
  sketch	
  templates	
  
            IdenCfy	
  one	
  piece	
  of	
  user	
  feedback	
  that	
  would	
  help	
  your	
  product	
  
            IdenCfy	
  one	
  type	
  of	
  project	
  that	
  would	
  benefit	
  from	
  formalized	
  UX	
  process	
  
            Share	
  this	
  presentaCon	
  with	
  coworkers	
  
            Reach	
  out	
  to	
  a	
  UX	
  agency	
  or	
  individual	
  for	
  help	
  


     You	
  don’t	
  need	
  to	
  do	
  it	
  all	
  yourself,	
  but	
  you	
  need	
  to	
  enable	
  it!	
  




                                                                                                                             38
Thank	
  You!	
  

     Was	
  this	
  inspiring?	
  
     Are	
  you	
  walking	
  away	
  with	
  at	
  least	
  one	
  acConable	
  technique?	
  




      Mary Piontkowski
      Director, User Experience
      mpiontkowski@macadamian.com

      END, THANK YOU!


                               Confidential   3/24/12                                              39
Referenced	
  Resources	
  

     The	
  Designful	
  Company:	
  How	
  to	
  build	
  a	
  culture	
  of	
  nonstop	
  innovaAon,	
  Marty	
  Neumeier	
  
     InnovaAon	
  Workshop,	
  Marty	
  Neumeier	
  
     Switch:	
  How	
  to	
  Change	
  Things	
  When	
  Change	
  is	
  Hard,	
  Chip	
  Heath	
  and	
  Dan	
  Heath	
  
     Change	
  by	
  Design:	
  How	
  Design	
  Thinking	
  Transforms	
  OrganizaAons	
  and	
  Inspired	
  InnovaAon,	
  
      Tim	
  Brown	
  
     Inside	
  Apple,	
  Adam	
  Lashinsky	
  


 Sketchboard	
  Resources:	
  
     hPp://www.adapCvepath.com/ideas/sketchboards-­‐discover-­‐bePer-­‐faster-­‐ux-­‐soluCons	
  
     hPp://www.youtube.com/watch?v=iVFTBj_BYy0	
  
     hPp://www.slideshare.net/ugleah/sketchboards-­‐prototypes-­‐presentaCon	
  


 Persona	
  Resources:	
  
     hPp://www.cooper.com	
  	
  


                                                                                                                                   40
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UxD For Product Managers (Heroes)

  • 1. UxD For Product Managers (Heroes) – Research & Design Techniques For The Real World Mary Piontkowski mpiontkowski@macadamian.com
  • 2. “A hero is someone who is willing to sacrifice his own needs on behalf of others, like a shepherd who will sacrifice to protect and serve his flock.” - Christopher Vogler.   2
  • 3. 3
  • 4. 4
  • 5. 5
  • 6. 6
  • 7. 7
  • 8. 8
  • 9. Confidential 3/24/12 9
  • 10. 10  Principles  For  The  Real  World       10
  • 11. #1:  Prac8ce  What  You  Preach   11
  • 12. #1:  Prac8ce  What  You  Preach     Consider  user  needs  and  research     Incorporate  UX  methodologies     Collaborate     Push  back     Embrace  change     Bring  in  others  to  complement  your  skill  set     What  else?   12
  • 13. #2:  Break  Down  Walls  –  Rela8onships  MaCer   13
  • 14. #2:  Break  Down  Walls  –  Rela8onships  MaCer     Don’t  throw  it  over  the  wall!     Interdisciplinary  collaboraCon     CollaboraCve  project  planning     CollaboraCve  requirements  and  design  sessions     Sketchboards  and  design  thinking     Actually  talk  to  people     Trust     EmoConal  literacy  –  know  who  you’re  talking  to  and  appreciate  the  context     It  takes  Cme  to  build  relaConships…     But  your  design  iteraCon  Cme  will  be  reduced!   14
  • 15. #3:  Give  a  Damn;  Care  About  Your  Work   15
  • 16. #3:  Give  a  Damn;  Care  About  Your  Work     Or  find  another  job     You’re  not  going  to  do  great  work  if  you  don’t  believe  in  your  product     Care  about  the  product  and  the  users   16
  • 17. #4:  Support  the  Cause;  Evangelize  for  User  Research  and  UX  Design   17
  • 18. #4:  Support  the  Cause;  Evangelize  for  User  Research  and  UX  Design     Doesn’t  maPer  who’s  doing  the  UX  –  you  win     RepeCCon,  data-­‐driven  points     Invest  Cme  required  for  change     Create  an  environment  conducive  to  design  and  innovaCon     Brown  bags     Conferences     White  boards     Sharpies     RelaConships!   18
  • 19. #5:  Don’t  Be  Shy,  Get  to  Know  Your  Users   19
  • 20. #5:  Don’t  Be  Shy,  Get  to  Know  Your  Users     Internal  research  team     External  research  team     Friends  of  friends     Friends,  coworkers,  people  on  the  street,  everyone!     But…  Your  wife/husband  is  not  your  user     Context  too!   20
  • 21. #5:  Don’t  Be  Shy,  Get  to  Know  Your  Users   Many  Ways  to  Get  User  Feedback     ObservaCon     Usability     Contextual  inquiry     Surveys     ParCcipatory  design     Internal  brainstorms  with  SMEs     Card  sorCng  and  structured  in  person  acCviCes   21
  • 22. #5:  Don’t  Be  Shy,  Get  to  Know  Your  Users   Consider  Context  –  Where?  What  Else  is  Going  On?   22
  • 23. #6:  Learn,  Adopt,  and  Encourage  UX  Techniques   23
  • 24. #6:  Learn,  Adopt,  and  Encourage  UX  Techniques     Design  thinking  approach     Agile  and  iteraCve     Cross-­‐disciplinary     User-­‐centric     Methods  worth  adopCng     Personas,  mental  models,  design  principles  and  other  user-­‐centric  models     Usage  scenarios/use  cases     Sketchboards,  paper  prototypes,  and  other  collaboraCve  design  techniques     User  research  as  a  part  of  the  design  process     Allow  design  to  inform  requirements     Simplify  simplify  simplify  where  you  can     Process  guidelines  to  help  organizaCon  cooperate   24
  • 25. #6:  Learn,  Adopt,  and  Encourage  UX  Techniques   Simple  Models  To  Help  Educate  and  Evangelize   25
  • 26. #6:  Learn,  Adopt,  and  Encourage  UX  Techniques   Documented  Process  –  How  Would  Your  OrganizaCon  Benefit?       Reinforce  collaboraCon  and   check  points     Include  guidelines  knowing   everyone  won’t  really   follow  the  process   26
  • 27. #6:  Learn,  Adopt,  and  Encourage  UX  Techniques   Documented  Process  –  How  Would  Your  OrganizaCon  Benefit?       You  don’t  want  to  end  up   with  this!   27
  • 28. #6:  Learn,  Adopt,  and  Encourage  UX  Techniques   Personas  As  A  Tool  To  Rally  The  Troops     People  typically  connect   with  stories  bePer  than   reports     Paint  a  picture  of  key  user   types     Demonstrate  use  cases  and   priority  tasks     Use  a  quote  to  express  the   impact  the  product  has  on   the  user   28
  • 29. #6:  Learn,  Adopt,  and  Encourage  UX  Techniques   Sketch  Sketch  Sketch     Explore  more  ideas  faster     It  takes  a  while  to  get  it   right     Sketchboards  as  a   collaboraCve  design  tool     Roll  it  up  and  take  it  with   you   29
  • 30. #6:  Learn,  Adopt,  and  Encourage  UX  Techniques   Different  Audiences  Require  Different  Methods     Who  are  you  trying  to   convince?   Confidential 3/24/12 30
  • 31. #7:  Beware  of  UX  Top  10  Lists  and  Dogma8c  Advice   Checklists  are  helpful.  But  they  can’t  replace  experCse.   31
  • 32. #7:  Beware  of  UX  Top  10  Lists  and  Dogma8c  Advice     Like  this  one!       “Make  sure  users  can  get  to  everything  in  three  clicks!”       One  list  isn’t  the  end  all,  be  all  –  it’s  not  that  simple     Figure  out  what  works  for  you  and  your  organizaCon   32
  • 33. #8:  If  You  Like  It,  Steal  It   33
  • 34. #8:  If  You  Like  It,  Steal  It     It  doesn’t  need  to  be  your  idea     Learn  from  people,  processes,  methods,  and  designs  out  there   34
  • 35. #9:  Break  Some  Rules   The  first  mouse.   35
  • 36. #9:  Break  Some  Rules     Design  something  out  of  scope     ParCcipate  in  an  unexpected  way     Data  is  important,  but  so  is  insCnct!     Get  users  involved  regardless  of  scope     Don’t  be  afraid  to  be  wrong     Throw  it  out  and  start  again   36
  • 38. You  Can’t  Become  a  Hero  Overnight     Pick  one  thing  to  start  with:     Invite  a  designer  to  collaborate  on  requirements     Call  a  cross  funcConal  brainstorm     Print  out  sketch  templates     IdenCfy  one  piece  of  user  feedback  that  would  help  your  product     IdenCfy  one  type  of  project  that  would  benefit  from  formalized  UX  process     Share  this  presentaCon  with  coworkers     Reach  out  to  a  UX  agency  or  individual  for  help     You  don’t  need  to  do  it  all  yourself,  but  you  need  to  enable  it!   38
  • 39. Thank  You!     Was  this  inspiring?     Are  you  walking  away  with  at  least  one  acConable  technique?   Mary Piontkowski Director, User Experience mpiontkowski@macadamian.com END, THANK YOU! Confidential 3/24/12 39
  • 40. Referenced  Resources     The  Designful  Company:  How  to  build  a  culture  of  nonstop  innovaAon,  Marty  Neumeier     InnovaAon  Workshop,  Marty  Neumeier     Switch:  How  to  Change  Things  When  Change  is  Hard,  Chip  Heath  and  Dan  Heath     Change  by  Design:  How  Design  Thinking  Transforms  OrganizaAons  and  Inspired  InnovaAon,   Tim  Brown     Inside  Apple,  Adam  Lashinsky   Sketchboard  Resources:     hPp://www.adapCvepath.com/ideas/sketchboards-­‐discover-­‐bePer-­‐faster-­‐ux-­‐soluCons     hPp://www.youtube.com/watch?v=iVFTBj_BYy0     hPp://www.slideshare.net/ugleah/sketchboards-­‐prototypes-­‐presentaCon   Persona  Resources:     hPp://www.cooper.com     40
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